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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,639 | $73,848+147.3% | $143,799+27.0% | $68,486+166.7% |
| Participation rate | 86.2% | 66.7%+19.5pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -15.56% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $8,102 | $3,184+154.4% | $4,952+63.6% | $2,597+212.0% |
| Participant deferral / active EE | $6,831 | $3,385+101.8% | $5,638+21.2% | $4,028+69.6% |
| Admin fee / account holder | $2,448 | $5,755-57.5% | $14,677-83.3% | $5,404-54.7% |